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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,675 | $99,053+174.3% | $88,179+208.1% | $138,895+95.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.1%+5.9pp | 79.9%-4.9pp |
| Annual return | 16.62% | 78.17%-61.6pp | 64.97%-48.4pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,195 | $2,882-23.8% | $2,549-13.9% | $4,194-47.7% |
| Participant deferral / active EE | $10,458 | $5,225+100.1% | $4,614+126.7% | $6,396+63.5% |
| Admin fee / account holder | $577 | $8,748-93.4% | $7,673-92.5% | $12,562-95.4% |